基本資料

投資策略

本子基金主要投資於全球已開發和新興市場之小型、中型和大型公司的股票和其他權益證券。本基金著重投資於經理人認為具長 期投資吸引力之主題。例如，這些主題可能包含任何產業、國家和公司。例如，投資主題可能與全球人口增長、人口老化或是城 市化發展有關。本基金因其全球定位而可能投資於多種外幣，為降低外匯風險，子基金投資組合之全部或一部得就子基金之幣別 進行避險。投資人應注意子基金之投資部位可能包含透過滬港通或深港通交易之中國 A 股。中國 A 股為中國大陸地區公司所發行 以人民幣計價之 A 股，並在中國證券交易市場，如上海及深圳交易所，交易。

基金經理人

• Elegante Joseph
• 資歷 2年(2021-06-30 至今)

• Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. 
  Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients.  
  Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. 
  Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.

• Jokich Adam
• 資歷 2年(2021-06-30 至今)

• Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. 
  Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. 
  Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.

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